+199.5%
MCHP vs ZBH
-16.2%
+215.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.5% | +3.1% |
| 7D | 0.0% | -4.7% | +4.7% | +2.3% |
| 30D | -6.0% | -4.5% | -1.5% | -4.1% |
| 3M | -19.7% | +7.6% | -27.3% | -23.9% |
| 6M | +14.0% | +0.3% | +13.8% | +11.1% |
| YTD | +18.4% | +4.5% | +13.9% | +12.7% |
| 1Y | +17.1% | -9.4% | +26.5% | +18.4% |
| 3Y | +0.7% | -21.5% | +22.2% | +8.0% |
| 5Y | +5.1% | -28.4% | +33.5% | +16.8% |
| All | +199.5% | -16.2% | +215.6% | +188.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ZBH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling